Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Appleton Partners
Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Sch Fnd Us Sm Etf schwab fdt us sc
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Quarterly reported holdings in Sch Fnd Us Sm Etf schwab fdt us sc by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $372k | 12k | 31.48 |
| 2025-09-30 | $373k | 12k | 31.17 |
| 2025-06-30 | $343k | 12k | 28.66 |
| 2025-03-31 | $359k | 13k | 27.40 |
| 2024-12-31 | $547k | 18k | 29.71 |
| 2024-09-30 | $344k | 5.8k | 59.53 |
| 2024-06-30 | $327k | 6.0k | 54.94 |
| 2024-03-31 | $606k | 11k | 57.06 |
| 2023-12-31 | $353k | 6.4k | 55.34 |
| 2023-09-30 | $309k | 6.4k | 48.44 |
| 2023-06-30 | $331k | 6.6k | 50.50 |
| 2023-03-31 | $350k | 7.2k | 48.61 |
| 2022-12-31 | $330k | 7.1k | 46.78 |
| 2022-09-30 | $289k | 6.8k | 42.58 |
| 2022-06-30 | $286k | 6.3k | 45.22 |
| 2022-03-31 | $374k | 7.0k | 53.52 |
| 2021-12-31 | $391k | 7.0k | 55.63 |
| 2021-09-30 | $366k | 7.0k | 52.62 |
| 2021-06-30 | $358k | 6.6k | 54.45 |
| 2021-03-31 | $373k | 7.4k | 50.71 |
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